TISA - Tax Incentivised Savings Association - Whats New

What's New

TISA Technical Bulletins - members please see here

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Other publications:
Stocks & Shares to cash ISA Transfer Guidelines
Model Transfer Authority Form


APS allowance application and transfer process guidelines

CTF to JISA transfer guidleines

Consultation responses:
Please see here

Slides from events - please see here

TISA Events/Training

Additional Permitted Subscriptions
24 May - London

TCF Management & Culture
17 April - London
3 May - Edinburgh

ISA transfers
26 April - Edinburgh

TISA Press Releases
'TISA responds to client money and unbreakable deposits policy statement'
'Pat Shea joins TISA Board'
'TISA response to auto enrolment review'

Please see here    


ISA TRANSFERS DATABASES  Passwords, usernames and company codes changed 26/1/18 at 9.45am, details circulated 22/1 at 12.10pm.

In line with HMRC ISA Bulletin 3 and TISA bulletin 541 ISA managers please email contact details to isatransfers@tisa.uk.com if you haven't already done so, along with a postal address for transfer requests to be sent to.

An email alert advising of changes made to the databases is available to subscribe to on request.  Please email above address if you would like your details/colleagues adding.

From 22/10/12 the databases also contain SUN details for those providers participating in the BACS electronic ISA transfers initiative.  An email alert advising of changes made to the databases in respect of this is also available to subscribe to on request.